Clients · Accountancy & audit firms

A partner you can trust with your clients

Valuation, M&A and financial modelling for your clients — delivered independently, and under your brand if required.

Complimentary portfolio review

We will review your client portfolio and highlight businesses for which a valuation report could be most valuable for capital gains tax purposes.

Request your review

What we do for you

Your expertise, extended

  • ✦

    Business valuations

    Business valuations for your clients (DCF, multiples and net assets), delivered as quality reports that follow valuation best practices and hold up before the tax authorities.

  • ✦

    Financial modelling

    Financial modelling: business plans, forecasts, bespoke valuation models and dashboards.

  • ✦

    M&A Advisory

    M&A Advisory: end-to-end support for both buy-side and sell-side transactions, from initial planning to successful completion.

Senior expertise · Rigorous execution · Direct involvement

How we work with your firm

  1. 01

    Scoping

    Defining the context, the client's need and the expected deliverable.

  2. 02

    Information gathering

    Preparing a clear document request list and coordinating the information required.

  3. 03

    Analysis

    Valuation, financial modelling or transaction analysis work.

  4. 04

    Draft report

    Delivery of a first structured version for review.

  5. 05

    Your sign-off

    Incorporating your comments before anything is sent to the client.

  6. 06

    Final delivery

    Delivery of the final output, under your brand if you wish.

Let's discuss a first engagement

Tell us about a client file. We'll show you how a white-label collaboration would work in practice.

Discuss a first engagement